Arun the Stock Guru as Stock Tips service provider for Indian share market via Stock Tips providing tips on Sensex and nifty,BSE NSE stocks.In short you get best share tips on Indian stock market.Instant Share market Live tips are provided too.

Search This Blog(Over 800 companies covered in the blog).

Please note

Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments.

Archives : Old artciles

Wednesday, November 4, 2009

Story:Dewan Housing is also seeking to grow faster. It has been in the business of housing finance for more than a one and a half decade and acquired the housing finance business of ING Vysya Bank in 2003. It is also expanding its branch network aggressively.Dewan Housing Finance Corporation is a player in the middle and lower income group and the average ticket size is also smaller. Over time they have proved among the fastest growing housing finance company and they have grown at a clipping pace whether you are talking of their loan book or their disbursements. At 35% plus so here you have a company which you can really value on the fact that their core business is doing well. Their NPA has stayed within lower, largely of the fact that they are lending to people who are actually going to live in those houses so that kind of de-risk them. They have a presence in a lot of places which again they are taking up. There may be a slight issue on the kind of debt that they have and there again they are working on that to raise capital so this is a stock that I like. When you value the stock you should also look at the investment that they have in HDIL and some of the other group company.DHFL has been amongst the fastest growing HFC in the last five years – its loan book and disbursements have registered a CAGR of 39% and 37%, respectively (significantly above peers) over FY04-09. I expect disbursements and loan book to register a CAGR of 25% and 27%, over the next two years.DHFL offers a strong combination of value and growth.I expect earnings to grow at a CAGR of 29% over FY10-11. I expect RoA to sustain at 1.7% and RoE to improve from 21% in FY09 to 25% by FY11. Adjusting for the value of key investments, post 20% discount (Rs 22/share), the stock trades at at cheap valuations.Investors can buy with an SOTP-based target price of Rs 200rs.

Important Disclaimer&Privacy policy

This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.comInvestment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.

october 2013

September 2013

Google+ Followers

Arun.K.Mukherjee

A 26 year old bong lad from the outskirts of kolkata who loves stock markets more than his gfs or anything.Here in the stocks world since when i was 14,started investing in markets with 1000rs which compounded and has turned "a decent respectable portfolio" now.Learning everyday still a novice who intent to put news and stuff which were out of reach to simple retail investors.